Latest Institutional Sells of Invesco Bulletshares 2028 Muni (BSMS)
This list provides information on the latest institutional transactions involving Invesco Bulletshares 2028 Muni (BSMS) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-7.87K- 12.47% |
$181K - $184K
|
55.2K
$1.3M
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.37K- 18.54% |
$170K - $173K
|
32.4K
$762K
|
|
Jul 15, 2024
Q2 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-5.35K- 24.3% |
$123K - $125K
|
16.7K
$393K
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4.6K- 47.87% |
$106K - $108K
|
5.01K
$118K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.16K- 21.54% |
$72.8K - $74K
|
11.5K
$271K
|
|
Jul 30, 2024
Q2 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-1.73K- 8.75% |
$39.9K - $40.6K
|
18.1K
$426K
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-1.4K- 0.49% |
$32.4K - $32.9K
|
286K
$6.75M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-871- 1.0% |
$20.1K - $20.4K
|
86.4K
$2.03M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-765- 4.75% |
$17.6K - $17.9K
|
15.3K
$361K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-521- 1.71% |
$12K - $12.2K
|
29.9K
$706K
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-355- 1.67% |
$8.18K - $8.32K
|
20.9K
$493K
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-337- 3.17% |
$7.77K - $7.9K
|
10.3K
$242K
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-303- 2.29% |
$6.98K - $7.1K
|
13K
$305K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-225- 1.61% |
$5.19K - $5.27K
|
13.8K
$324K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-184- 0.35% |
$4.24K - $4.31K
|
52.9K
$1.25M
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-27- 0.14% |
$622 - $633
|
18.9K
$445K
|
|
Q4 2023 | |||||||
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-4.39K- 13.35% |
$97.9K - $104K
|
28.5K
$671K
|
|
Q2 2023 | |||||||
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-11.6K- 34.98% |
$267K - $276K
|
21.5K
$507K
|
|
Q1 2023 | |||||||
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.21K- 12.98% |
$190K - $196K
|
55K
$1.3M
|
|
Q1 2022 | |||||||
May 05, 2022
Q1 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-11.4KClosed |
$276K - $299K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-9.7KClosed |
$251K - $255K
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-29Closed |
$751 - $762
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.07KClosed |
$27.9K - $28.4K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 09, 2021
Q2 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-8.35KClosed |
$216K - $221K
|
0
$0
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-37.3KClosed |
$832K - $969K
|
0
$0
|